Mergers & Acquisitions
Overview
We believe every deal should be value accretive and efficient to execute. Too many deals fail to deliver on expectations due to unrealistic valuations or poor integration analysis.
The key to a successful M&A transaction is being able to accurately build the business case pre-deal and manage the benefits realisation throughout the post-deal implementation.
We add value through our in-depth understanding of the wealth and asset management, private banking and service provider marketplace, detailed knowledge of operating models, independent evaluation of IT and outsourcing suppliers, and research into how the industry is evolving and its future challenges.
Specialisms
- Operating model
- Technology strategy
- Outsourcing and suppliers
- Products and services
- Regulatory, financial crime and ESG
- Operational resilience and risk
- Culture
- Location strategy
- Post-merger benefit realisation tracking and metrics
- Target operating model design and implementation
- Organisational change and restructuring
- Corporate governance remediation
- Technology implementation
- Business migration and integration
- Regulatory change
- Programme management
- Board and executive level coaching
- Corporate governance review
- Capability benchmarking and assessment
- Project and business case review
- Operating model remediation
- Board briefings
Insights
Sionic Wealth Management M&A Mini-Series: Part One – Making M&A Work
Our first article in this new four part series on M&A addresses share purchases and asset deals
